Insights

Get investor insights

See the results we've achieved with our clients.
Article
The Importance of Strategic Planning in Investor Relations
Learn how innovative, company-sponsored events can significantly improve investor relations and elevate corporate access.
Article
Win Over New Investors with Essential Strategies for Your First Conference Question
Master your investor conference introduction with strategic advice from leading investor relations consultants, ensuring your company stands out to new investors.
Article
The Importance of Post-Mortem Reviews in Investor Relations
Uncover the transformative power of post-mortem reviews in investor relations, ensuring your communication strategies effectively align with investor expectations and enhance stakeholder trust.
Article
Enhancing Your Post-Earnings Strategy with Expert Investor Relations Consulting
Unlock the advantages of investor relations consulting to enhance post-earnings communication and strategically engage with key financial stakeholders.
Article
How Investor Relations Consulting Firms Can Ensure Accuracy in Earnings Call Transcripts
Discover how investor relations consulting firms enhance the accuracy of earnings call transcripts, ensuring clarity and maintaining trust in financial reporting.
Article
Maximizing Analyst Relationships: Essential Strategies from an Investor Relations Consultant
Learn how to correct analyst misconceptions and build stronger market relationships with practical tips from an experienced investor relations consultant.
Case Study
$5bn Hardware Company Lacking Investor Credibility
The client (under NDA) was looking for someone to help them fix their sagging stock price, which was lagging behind their peers despite several quarters of beating consensus estimates.
Case Study
$14bn Software Company in Model Transition
After many years of disappointing results, investors lost interest in this company. Additionally, the company’s financial disclosures made it impossible to see all the changes going on “under the surface.”
Case Study
$5bn Software Company with a Lagging Multiple
Management had a history of over-promising and under-delivering, which we needed to correct. Also, the business model transition created a layer of opacity that only increased disclosure, and new KPIs could solve.
Article
The Hidden Politics of Analyst Ratings
Learn how investor relations consultants help companies manage the political landscape of analyst ratings and maintain a positive market perception despite neutral or sell ratings.
Article
Enhancing Corporate Access: The Importance of Engaging Neutral and Sell-rated Analysts
Engaging neutral and sell-rated analysts during corporate access planning is essential for a balanced investor relations strategy, enhancing market perception and credibility, as advised by leading investor relations consulting firms.
Article
The Crucial Role of 10Q Comparisons in Investor Relations
Learn why comparing 10Q reports is crucial for investor relations consultants to ensure transparency and maintain investor trust, with best practices for effective communication.
Article
Unlocking Post-Quarterly Reporting Insights: Essential Tips from Investor Relations Consultants
Discover essential post-quarterly reporting strategies from top investor relations consultants, including competitor analysis, market trends, and strategic planning.
Article
Understanding Growth Adjusted Multiples in Company Valuations
Explore the role of growth adjusted multiples and investor relations consulting firms in accurately evaluating and conveying your company's true market value.
Article
Innovative Strategies for Enhanced Investor Relations and Corporate Access
Investor relations are evolving beyond traditional methods like sell-side conferences, with companies now hosting innovative, company-sponsored events to engage directly with investors, providing unique insights and fostering deeper connections.